Selecting a navigation view

Selecting a Navigation view allows you to view a vault contents using different criteria than just the folder names of the Folders view. Selecting a different Navigation view can make performing some operations easier. You may select only a Navigation view for which your current security role has been granted access.

To select a Navigation view:

1. In the toolbar, select a view name from the view list. The view pane displays the vault contents using the view definition.
2. Click the icon or name of the folder that best matches the information you know about the document you want find. The folder opens to reveal its contents. To close the folder, click it again. A green check mark  indicates the current folder.
3. When you find the document you are looking for, click the document name hyperlink in the Navigation view. The document’s property pages appear. Click the document’s icon in the Navigation view instead to view the document in a viewer window.

To select a Navigation view:

1. Click the current Navigation view name button in the Context bar. A shortcut menu of Navigation views appears. Navigation views for which you do not have access are cleared.
2. Select a Navigation view. The view pane displays the vault contents using the view definition.

Or

• In the Shortcuts pane, click the Views button and then select a new view from the list that appears.

Or

• From the View menu, point to Change View and then select a new view from the sub-menu.